Sofi TechnologiesSOFI
13F holders, Q2 2025 (June 30)745holders +29
109new positions
81sold out
8famous investors
$18.22avg. 13F price*
At the end of Q2 2025, 745 institutions reported holding Sofi Technologies Inc. (SOFI) in their 13F filings, up 29 from Q1 2025. 109 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($889.1M) and D. E. Shaw & Co. ($532.7M). 8 famous investors held it, including Cathie Wood (0.6% of ARK Investment Management's portfolio), David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio).
- Company
- Sofi Technologies Inc.
- CUSIP
- 83406F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $452.7M |
| Exits | 81 | $191.3M |
All 13F filers, Q1 2025 → Q2 2025: 108,250,571 shares bought and 53,891,524 shares sold, net +54,359,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 745 holders
| Vanguard Group Inc. | 0.03% | Add +0.8% | 100,287,485 | $1.8B |
| BlackRock, Inc. | 0.02% | Add +2.8% | 48,826,187 | $889.1M |
| D. E. Shaw & Co. | 0.57% | Reduce -16.6% | 29,252,137 | $532.7M |
| UBS Group AG | 0.08% | Add +41.0% | 20,352,844 | $370.6M |
| Geode Capital Management, LLC | 0.02% | Add +0.1% | 19,069,647 | $347.3M |
| Bank of America Corp. | 0.03% | Add +65.3% | 19,029,005 | $346.5M |
| State Street Corp. | 0.01% | Reduce -0.7% | 18,592,445 | $338.6M |
| Voloridge Investment Management, LLC | 1.11% | Add +91.9% | 16,486,077 | $300.2M |
| Two Sigma Investments, LP | 0.49% | Add +49.9% | 14,241,585 | $259.3M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 13,696,769 | $249.4M |
| Jane Street Group, LLC | 0.34% | Add +133.6% | 11,351,683 | $206.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.4% | 9,725,303 | $177.0M |
| Norges Bank | 0.02% | Add +7.6% | 9,009,753 | $164.1M |
| Two Sigma Advisers, LP | 0.32% | Reduce -8.6% | 8,620,600 | $157.0M |
| Marshall Wace, LLP | 0.17% | Add +88.2% | 7,997,146 | $145.6M |
| Citadel Advisors | 0.12% | Reduce -5.1% | 7,657,219 | $139.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.4% | 6,628,309 | $120.7M |
| Quadrature Capital Ltd | 1.98% | New | 6,328,992 | $115.2M |
| Wells Fargo & Company | 0.03% | Add +5.9% | 6,306,949 | $114.8M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 6,006,861 | $109.4M |
| Renaissance Technologies | 0.13% | Reduce -50.2% | 5,526,700 | $100.6M |
| Millennium Management | 0.09% | Add +226.9% | 5,257,273 | $95.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +131.9% | 5,150,696 | $93.8M |
| Royal Bank of Canada | 0.02% | Add +47.5% | 5,054,039 | $92.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +12.5% | 4,879,959 | $88.9M |
| JPMorgan Chase & Co. | 0.01% | Add +10.9% | 4,769,174 | $86.9M |
| ARK Investment Management | 0.59% | Add +118.5% | 4,424,155 | $80.6M |
| Cubist Systematic Strategies, LLC | 0.84% | New | 4,252,236 | $77.4M |
| Accel Growth Fund V Associates L.L.C. | 69.17% | No change | 4,104,459 | $74.7M |
| Bank of Montreal | 0.04% | Add +8.8% | 3,971,339 | $72.3M |
| First Trust Advisors LP | 0.06% | Add +20.6% | 3,948,998 | $71.9M |
| Nuveen, LLC | 0.02% | Reduce -6.1% | 3,844,501 | $70.0M |
| BIT Capital GmbH | 4.36% | Add +27000.0% | 3,672,321 | $66.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +32.6% | 3,613,965 | $65.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +29.4% | 3,399,960 | $61.9M |
| Amova Asset Management Americas, Inc. | 0.62% | Add +29.4% | 3,399,960 | $61.9M |
| Tudor Investment Corporation | 0.45% | Add +154.5% | 3,294,445 | $60.0M |
| Citigroup Inc. | 0.04% | Reduce -2.9% | 3,195,440 | $58.2M |
| Patient Capital Management, LLC | 2.60% | Reduce -10.7% | 3,157,431 | $57.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.2% | 2,959,986 | $53.9M |
| Aquatic Capital Management LLC | 1.05% | Add +61.1% | 2,851,023 | $51.9M |
| Susquehanna International Group, LLP | 0.08% | Reduce -71.1% | 2,838,220 | $51.7M |
| Deutsche Bank AG | 0.02% | Add +3283.7% | 2,716,961 | $49.5M |
| Squarepoint Ops LLC | 0.10% | Add +296.3% | 2,549,937 | $46.4M |
| Group One Trading LLC | 1.49% | Add +43.6% | 2,504,295 | $45.6M |
| Mizuho Markets Cayman LP | 3.26% | New | 2,500,000 | $45.5M |
| Azora Capital LP | 1.95% | Add +4.9% | 2,363,547 | $43.0M |
| Jump Financial, LLC | 0.52% | Add +1058.8% | 2,268,103 | $41.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -36.4% | 2,145,094 | $39.1M |
| LPL Financial LLC | 0.01% | Add +17.6% | 2,130,776 | $38.8M |
| Rokos Capital Management LLP | 0.66% | New | 2,120,333 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Add +178.4% | 2,070,434 | $37.7M |
| Swiss National Bank | 0.02% | Reduce -0.3% | 1,990,300 | $36.2M |
| California Public Employees Retirement System | 0.02% | Add +9.4% | 1,875,222 | $34.1M |
| HRT Financial LP | 0.14% | Add +4.3% | 1,722,298 | $31.4M |
| Lord, Abbett & Co. LLC | 0.10% | New | 1,600,000 | $29.1M |
| Invesco Ltd. | 0.00% | Add +65.7% | 1,510,159 | $27.5M |
| Twin Tree Management, LP | 0.69% | Add +45.6% | 1,500,633 | $27.3M |
| State of Michigan Retirement System | 0.14% | No change | 1,500,000 | $27.3M |
| Quantbot Technologies LP | 0.66% | New | 1,411,233 | $25.7M |
| Simplex Trading, LLC | 0.68% | Add +28.5% | 1,380,363 | $25.1M |
| Barclays PLC | 0.01% | Add +49.5% | 1,256,664 | $22.9M |
| Diversify Advisory Services, LLC | 0.85% | Reduce -10.1% | 941,215 | $22.3M |
| Legal & General Group Plc | 0.01% | Add +3.5% | 1,179,998 | $21.5M |
| Y-Intercept (Hong Kong) Ltd | 0.52% | New | 1,160,036 | $21.1M |
| Jain Global LLC | 0.33% | Add +321.4% | 1,123,149 | $20.5M |
| Cantor Fitzgerald, L. P. | 0.48% | Add +137.0% | 1,070,732 | $19.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -38.5% | 1,054,537 | $19.2M |
| Janus Henderson Group PLC | 0.01% | Add +129.4% | 1,050,075 | $19.1M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -36.8% | 1,040,103 | $18.9M |
| Rhumbline Advisers | 0.02% | Reduce -5.0% | 1,022,202 | $18.6M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +157.3% | 1,016,947 | $18.5M |
| Mizuho Markets Americas LLC | 0.59% | Reduce -69.4% | 976,644 | $17.8M |
| California State Teachers Retirement System | 0.02% | Add +0.0% | 975,628 | $17.8M |
| Nordea Investment Management AB | 0.02% | Add +1.0% | 945,897 | $17.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.8% | 927,299 | $16.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 919,541 | $16.7M |
| SBI Securities Co., Ltd. | 0.47% | Add +90.7% | 888,989 | $16.2M |
| Raymond James Financial Inc. | 0.01% | Add +31.0% | 812,328 | $14.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.65% | Add +26.2% | 763,386 | $13.9M |
| Sei Investments Co. | 0.02% | Add +345.6% | 745,101 | $13.6M |
| Brighton Jones LLC | 0.35% | Reduce -0.3% | 716,699 | $13.1M |
| Moors & Cabot, Inc. | 0.58% | Reduce -2.6% | 690,014 | $12.6M |
| Hood River Capital Management LLC | 0.17% | New | 682,130 | $12.4M |
| AQR Capital Management | 0.01% | Add +10.2% | 671,504 | $12.2M |
| Marex Group Ltd | 0.21% | Add +42.1% | 613,903 | $11.2M |
| Man Group plc | 0.02% | Reduce -79.4% | 605,825 | $11.0M |
| Contrarius Group Holdings Ltd | 0.61% | Reduce -1.9% | 589,580 | $10.7M |
| IMC-Chicago, LLC | 0.27% | Add +24.9% | 587,376 | $10.7M |
| Cetera Investment Advisers | 0.02% | Add +8.0% | 581,225 | $10.6M |
| Wealthspire Retirement, LLC | 0.69% | No change | 572,437 | $10.4M |
| New York State Common Retirement Fund | 0.01% | No change | 556,987 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 542,158 | $9.9M |
| FMR LLC | 0.00% | Reduce -59.9% | 538,296 | $9.8M |
| Entropy Technologies, LP | 0.76% | Add +10.5% | 523,501 | $9.5M |
| Hartline Investment Corp./ | 1.09% | Add +3939.1% | 520,757 | $9.5M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.6% | 496,686 | $9.0M |
| Elevatus Welath Management | 2.99% | New | 492,598 | $9.0M |
| Parallax Volatility Advisers, L.P. | 0.44% | Add +4.8% | 488,133 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.3% | 487,462 | $8.9M |
| Cerity Partners LLC | 0.01% | Reduce -23.9% | 455,285 | $8.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.08% | Add +7224.9% | 447,551 | $8.2M |
| Anderson Hoagland & Co. | 0.78% | Add +0.2% | 446,841 | $8.1M |
| Zacks Investment Management | 0.07% | Reduce -2.8% | 446,357 | $8.1M |
| ExodusPoint Capital Management, LP | 0.10% | Reduce -67.1% | 443,425 | $8.1M |
| Parkside Investments, LLC | 1.07% | Add +1.4% | 432,045 | $7.9M |
| Mariner, LLC | 0.01% | Reduce -7.3% | 429,606 | $7.8M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.6% | 426,925 | $7.8M |
| B. Metzler seel. Sohn & Co. AG | 0.07% | New | 424,000 | $7.7M |
| DNB Asset Management AS | 0.03% | Reduce -2.4% | 421,685 | $7.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +33.2% | 421,000 | $7.7M |
| Algert Global LLC | 0.16% | Add +30.8% | 420,327 | $7.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +27.3% | 406,442 | $7.4M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +4.9% | 404,661 | $7.4M |
| Reynders McVeigh Capital Management, LLC | 0.37% | Add +20.2% | 403,405 | $7.3M |
| Kemnay Advisory Services Inc. | 1.15% | Add +319.9% | 396,149 | $7.2M |
| Victory Capital Management Inc. | 0.00% | Add +11.3% | 392,160 | $7.1M |
| Verition Fund Management LLC | 0.04% | Reduce -20.8% | 391,353 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +30.9% | 398,027 | $6.8M |
| Clarity Capital Partners LLC | 2.44% | Reduce -7.2% | 374,093 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +47.4% | 366,347 | $6.7M |
| Rakuten Securities, Inc. | 2.61% | Add +146.0% | 365,247 | $6.7M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 356,808 | $6.5M |
| Exchange Traded Concepts, LLC | 0.08% | New | 352,255 | $6.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.7% | 351,268 | $6.4M |
| Worldquant Millennium Advisors LLC | 0.03% | New | 348,641 | $6.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -3.5% | 340,348 | $6.2M |
| B & T Capital Management DBA Alpha Capital Management | 1.07% | Reduce -17.7% | 339,891 | $6.2M |
| Blair William & Co. | 0.02% | Add +443.9% | 335,698 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Add +0.4% | 330,122 | $6.0M |
| QRG Capital Management, Inc. | 0.05% | Add +38.7% | 328,197 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +14.7% | 319,649 | $5.8M |
| CSS LLC | 1.08% | Reduce -3.5% | 318,513 | $5.8M |
| Focus Partners Wealth | 0.01% | Add +0.6% | 316,360 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +15.5% | 310,612 | $5.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +12.0% | 309,777 | $5.6M |
| Norris Financial Group, LLC | 2.30% | Add +79.1% | 308,319 | $5.6M |
| Old Second National Bank of Aurora | 1.21% | Reduce -0.7% | 303,921 | $5.5M |
| Arizona State Retirement System | 0.03% | Add +2.7% | 303,793 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -28.9% | 298,254 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -0.8% | 294,138 | $5.4M |
| NewEdge Advisors, LLC | 0.03% | Add +46.5% | 286,287 | $5.2M |
| Nomura Holdings Inc. | 0.04% | Add +279.6% | 282,014 | $5.1M |
| Capital Fund Management S.A. | 0.05% | New | 269,277 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.8% | 265,957 | $4.8M |
| Principal Financial Group Inc. | 0.00% | Add +373.7% | 262,316 | $4.8M |
| Teacher Retirement System of Texas | 0.02% | Add +5.3% | 260,873 | $4.8M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -3.2% | 257,524 | $4.7M |
| Engineers Gate Manager LP | 0.06% | Reduce -64.8% | 257,112 | $4.7M |
| Firethorn Wealth Partners, LLC | 2.01% | Add +11.1% | 254,507 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 254,425 | $4.6M |
| Well Done, LLC | 0.87% | Add +13.3% | 253,700 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | Add +3.2% | 252,900 | $4.6M |
| CMG Global Holdings, LLC | 2.36% | Add +51.7% | 213,026 | $4.5M |
| KLP Kapitalforvaltning As | 0.02% | Add +3.5% | 216,400 | $3.9M |
| Cookson Peirce & Co. Inc. | 0.17% | Add +180.5% | 209,909 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -55.5% | 200,276 | $3.7M |
| Consolidated Investment Group LLC | 0.49% | Add +33.1% | 201,085 | $3.7M |
| Independent Financial Group, LLC | 0.10% | Add +23.9% | 200,449 | $3.7M |
| Prentice Capital Management, LP | 6.03% | Reduce -0.4% | 198,752 | $3.6M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -59.8% | 193,766 | $3.5M |
| RFG Advisory, LLC | 0.08% | Add +12.0% | 192,001 | $3.5M |
| Fiduciary Alliance LLC | 0.26% | Add +98.0% | 191,913 | $3.5M |
| Macquarie Group Ltd. | 0.00% | New | 179,424 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -26.2% | 178,605 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +37.3% | 178,569 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 175,327 | $3.2M |
| Utah Retirement Systems | 0.03% | Reduce -0.5% | 174,505 | $3.2M |
| Polen Capital Management LLC | 0.01% | New | 170,896 | $3.1M |
| Creative Planning | 0.00% | Add +34.3% | 169,059 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.8% | 167,516 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.1% | 167,370 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.9% | 166,962 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -10.2% | 165,836 | $3.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.0% | 163,178 | $3.0M |
| Kercheville Advisors, LLC | 1.02% | New | 162,400 | $3.0M |
| MFG Wealth Management, Inc. | 2.48% | Add +3.5% | 161,825 | $2.9M |
| Warm Springs Advisors Inc. | 2.50% | No change | 160,000 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -1.2% | 159,459 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -9.8% | 156,682 | $2.9M |
| Virtu Financial LLC | 0.14% | Add +68.3% | 155,389 | $2.8M |
| Sullivan Wood Capital Management LLC | 5.83% | — | 153,695 | $2.8M |
| Dark Forest Capital Management LP | 0.11% | Reduce -26.3% | 148,435 | $2.7M |
| Burney Co./ | 0.09% | Add +0.4% | 147,136 | $2.7M |
| Gsa Capital Partners LLP | 0.19% | Add +129.1% | 145,149 | $2.6M |
| Qsemble Capital Management, LP | 0.25% | Reduce -27.1% | 143,810 | $2.6M |
| Gillson Capital LP | 0.20% | New | 142,000 | $2.6M |
| Science & Technology Partners, L.P. | 0.68% | New | 142,000 | $2.6M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 141,700 | $2.6M |
| Intellus Advisors LLC | 0.38% | Add +12.3% | 140,923 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -7.6% | 140,331 | $2.6M |
| Belmont Capital, LLC | 0.39% | No change | 140,000 | $2.5M |
| Intech Investment Management LLC | 0.02% | Reduce -22.9% | 139,348 | $2.5M |
| Brendel Financial Advisors LLC | 1.42% | New | 139,110 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -91.5% | 136,520 | $2.5M |
| PDT Partners, LLC | 0.14% | Reduce -45.3% | 136,102 | $2.5M |
| LM Advisors LLC | 0.32% | Reduce -3.6% | 134,600 | $2.5M |
| Acorn Financial Advisory Services Inc. | 0.40% | Reduce -0.5% | 134,466 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Add +193.9% | 133,749 | $2.4M |
| Occudo Quantitative Strategies LP | 0.27% | Add +63.3% | 132,926 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -28.0% | 131,905 | $2.4M |
| Pegasus Asset Management, Inc. | 0.81% | Add +4.5% | 129,451 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +86.5% | 129,057 | $2.4M |
| Miller Financial Services LLC | 2.97% | Add +8.7% | 128,145 | $2.3M |
| Edgestream Partners, L.P. | 0.06% | Reduce -68.9% | 124,073 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +21.4% | 125,291 | $2.3M |
| GatePass Capital, LLC | 1.50% | Add +0.0% | 122,521 | $2.2M |
| Alliance Wealth Advisors, LLC | 0.54% | Add +0.1% | 122,153 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +0.7% | 122,128 | $2.2M |
| Axq Capital, LP | 0.71% | Reduce -7.4% | 120,753 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +28.3% | 118,503 | $2.2M |
| Perennial Investment Advisors, LLC | 0.20% | Add +10.7% | 111,525 | $2.0M |
| Capital Advisors Wealth Management, LLC | 0.32% | Reduce -0.3% | 110,357 | $2.0M |
| Bantamac Capital, LLC | 0.71% | Add +6.1% | 108,961 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -18.1% | 107,826 | $2.0M |
| Triumph Capital Management | 0.59% | Add +44.2% | 107,325 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -16.6% | 106,695 | $1.9M |
| Riggs Asset Managment Co. Inc. | 0.47% | Add +4.3% | 105,350 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | — | 103,797 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +27.7% | 102,751 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 102,103 | $1.9M |
| Teamwork Financial Advisors, LLC | 0.23% | Add +26.2% | 101,251 | $1.8M |
| Scientech Research LLC | 0.45% | New | 100,170 | $1.8M |
| Headlands Technologies LLC | 0.21% | Add +3990.6% | 97,356 | $1.8M |
| IFP Advisors, Inc | 0.05% | Add +4.8% | 96,023 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 96,802 | $1.8M |
| Caitong International Asset Management Co., Ltd | 1.25% | Add +531816.7% | 95,745 | $1.7M |
| Highview Capital Management LLC | 0.67% | Add +1.6% | 95,104 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.9% | 92,947 | $1.7M |
| Slow Capital, Inc. | 0.21% | No change | 92,554 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -40.9% | 92,416 | $1.7M |
| Clarus Wealth Advisors | 0.77% | Add +18.0% | 83,691 | $1.7M |
| Tidal Investments LLC | 0.01% | Add +20.9% | 91,135 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +16.6% | 90,172 | $1.6M |
| Composition Wealth, LLC | 0.03% | Add +4.7% | 88,471 | $1.6M |
| Caisse Des Depots Et Consignations | 0.07% | New | 88,216 | $1.6M |
| Cwm, LLC | 0.01% | Add +6.0% | 87,333 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +30.3% | 86,306 | $1.6M |
| Kovack Advisors, Inc. | 0.15% | Add +11.8% | 86,121 | $1.6M |
| STRS Ohio | 0.01% | Add +1.1% | 85,570 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +203.2% | 84,880 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +7.3% | 84,454 | $1.5M |
| Fortis Group Advisors, LLC | 0.28% | New | 67,397 | $1.5M |
| Oak Thistle LLC | 0.22% | Reduce -29.8% | 82,105 | $1.5M |
| Tradition Wealth Management, LLC | 0.12% | Add +11.6% | 81,449 | $1.5M |
| HUB Investment Partners, LLC | 0.05% | Add +160.7% | 80,585 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -62.0% | 77,302 | $1.4M |
| Creekmur Asset Management LLC | 0.25% | Add +152.3% | 77,815 | $1.4M |
| Nwam LLC | 0.08% | Add +7.4% | 62,979 | $1.4M |
| AlphaStar Capital Management, LLC | 0.10% | Reduce -75.6% | 77,086 | $1.4M |
| River Street Advisors LLC | 0.60% | Add +14.6% | 77,032 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Add +296.9% | 76,552 | $1.4M |
| Matisse Capital | 0.65% | Reduce -7.1% | 75,310 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.5% | 74,223 | $1.4M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -0.0% | 74,144 | $1.4M |
| Strategic Advocates LLC | 0.39% | No change | 72,482 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -51.5% | 71,742 | $1.3M |
| Caption Management, LLC | 0.12% | No change | 71,500 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +23.9% | 83,756 | $1.3M |
| Xcel Wealth Management, LLC | 0.37% | Reduce -3.9% | 70,540 | $1.3M |
| Capital Markets Trading UK LLP | 1.46% | New | 70,370 | $1.3M |
| Spire Wealth Management | 0.05% | Reduce -15.8% | 70,194 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -12.4% | 68,939 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -2.4% | 68,896 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.4% | 68,376 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -31.9% | 66,058 | $1.2M |
| Virtue Capital Management, LLC | 0.23% | Reduce -12.9% | 67,944 | $1.2M |
| Xponance LLC | 0.01% | Reduce -1.4% | 67,528 | $1.2M |
| Solidarity Wealth, LLC | 0.28% | No change | 65,661 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +1.8% | 64,523 | $1.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | No change | 64,495 | $1.2M |
| Shelton Capital Management | 0.03% | New | 64,000 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +54.0% | 63,566 | $1.2M |
| Hudock, Inc. | 0.19% | Add +0.4% | 63,295 | $1.2M |
| Midwest Professional Planners, LTD. | 0.30% | Add +2.4% | 63,271 | $1.2M |
| Fox Run Management, L.L.C. | 0.19% | Add +54.5% | 62,880 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Add +36.5% | 62,856 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +0.5% | 62,328 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -36.9% | 61,932 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Add +21.3% | 61,296 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +34.7% | 60,653 | $1.1M |
| Nicholas Wealth, LLC. | 0.97% | Add +3.3% | 60,350 | $1.1M |
| Aigen Investment Management, LP | 0.15% | Reduce -11.3% | 60,213 | $1.1M |
| Grange Capital, LLC | 1.12% | Reduce -29.7% | 59,068 | $1.1M |
| Sciencast Management LP | 0.22% | New | 58,537 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -1.1% | 58,443 | $1.1M |
| Kennedy Investment Group, Inc. | 0.45% | Reduce -10.2% | 58,300 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 57,983 | $1.1M |
| San Luis Wealth Advisors LLC | 0.22% | Reduce -2.9% | 58,000 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -1.9% | 57,056 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.8% | 55,667 | $1.0M |
| Par Capital Management Inc. | 0.03% | New | 55,000 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.1% | 54,693 | $996K |
| Means Investment Co., Inc. | 0.09% | Add +12.0% | 54,138 | $986K |
| Keystone Financial Services, LLC | 0.72% | Add +4.9% | 52,332 | $953K |
| Two Sigma Securities, LLC | 0.12% | Add +44.6% | 51,864 | $944K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +317.4% | 51,275 | $934K |
| Firsthand Capital Management, Inc. | 1.64% | New | 50,000 | $911K |
| Joule Financial, LLC | 0.29% | New | 49,576 | $903K |
| XTX Topco Ltd | 0.04% | Add +77.3% | 49,563 | $903K |
| Maryland State Retirement & Pension System | 0.02% | No change | 49,415 | $900K |
| CMT Capital Markets Trading GmbH | 0.43% | Add +34.5% | 49,258 | $897K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 49,000 | $892K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.0% | 47,717 | $869K |
| Pathway Financial Advisers, LLC | 0.28% | Add +1.1% | 47,319 | $862K |
| Compass Capital Corp. /Ma/ | 0.40% | Add +262.3% | 40,790 | $851K |
| 111 Capital | 0.14% | New | 46,319 | $843K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | New | 46,131 | $840K |
| Neuberger Berman Group LLC | 0.00% | Add +1.9% | 45,979 | $837K |
| Polymer Capital Management (HK) LTD | 0.13% | New | 45,274 | $824K |
| Fortis Capital Advisors, LLC | 0.15% | New | 44,567 | $812K |
| Forum Financial Management, LP | 0.01% | Add +5.7% | 43,769 | $797K |
| Graham Capital Management, L.P. | 0.02% | New | 43,686 | $796K |
| Susquehanna Advisors Group, Inc. | 0.05% | No change | 43,492 | $792K |
| Advisory Services Network, LLC | 0.01% | Reduce -36.5% | 33,850 | $764K |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 41,230 | $751K |
| Mainstay Capital Management LLC | 0.04% | Add +114.0% | 41,216 | $751K |
| AlphaQuest LLC | 0.07% | New | 40,859 | $744K |
| Drive Wealth Management, LLC | 0.16% | Add +1.4% | 40,546 | $738K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.1% | 39,290 | $715K |
| Vise Technologies, Inc. | 0.03% | — | 39,031 | $711K |
| Empowered Funds, LLC | 0.01% | Add +15.2% | 38,166 | $695K |
| US Bancorp \de | 0.00% | Reduce -11.8% | 37,369 | $680K |
| Lakeshore Financial Planning, Inc. | 0.27% | Reduce -32.0% | 36,515 | $665K |
| McGuire Investment Group, LLC | 0.08% | No change | 35,950 | $655K |
| Lazard Asset Management LLC | 0.00% | Reduce -43.4% | 35,909 | $652K |
| Regal Partners Ltd | 0.05% | New | 34,513 | $628K |
| Earned Wealth Advisors, LLC | 0.12% | Add +1.0% | 34,383 | $626K |
| Trexquant Investment LP | 0.01% | Reduce -96.7% | 34,190 | $623K |
| Freestone Capital Holdings, LLC | 0.02% | Add +13.0% | 33,866 | $617K |
| Walleye Capital LLC | 0.01% | Reduce -88.7% | 33,759 | $615K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.1% | 33,380 | $608K |
| UMB Bank, n.a. | 0.01% | Add +0.1% | 33,191 | $604K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.4% | 33,050 | $602K |
| Jefferies Financial Group Inc. | 0.01% | Add +5.0% | 32,600 | $594K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.1% | 32,412 | $590K |
| Point72 Hong Kong Ltd | 0.04% | New | 31,927 | $581K |
| Numerai GP LLC | 0.08% | Reduce -59.9% | 31,612 | $576K |
| Moseley Investment Management Inc. | 0.20% | Reduce -0.1% | 31,463 | $573K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -7.1% | 31,369 | $571K |
| Fortis Advisors, LLC | 0.36% | No change | 31,300 | $570K |
| Catalyst Funds Management Pty Ltd | 0.16% | Reduce -83.7% | 31,145 | $567K |
| Equitable Holdings, Inc. | 0.00% | Reduce -19.3% | 31,090 | $566K |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.6% | 31,036 | $565K |
| CIBC Asset Management Inc | 0.00% | Add +1.1% | 30,908 | $563K |
| Vinva Investment Management Ltd | 0.01% | New | 21,170 | $557K |
| PFG Investments, LLC | 0.03% | Reduce -16.0% | 30,427 | $554K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +11.3% | 30,415 | $554K |
| Callan Family Office, LLC | 0.02% | New | 29,889 | $544K |
| R Squared Ltd | 0.30% | New | 29,484 | $537K |
| RPG Investment Advisory, LLC | 0.07% | New | 29,450 | $536K |
| Independent Advisor Alliance | 0.02% | Add +8.1% | 28,981 | $528K |
| Choreo, LLC | 0.01% | Add +79.6% | 28,847 | $525K |
| Thrivent Financial for Lutherans | 0.00% | New | 28,802 | $524K |
| KBC Group NV | 0.00% | Reduce -36.0% | 28,610 | $521K |
| Soltis Investment Advisors LLC | 0.04% | Add +1.8% | 28,436 | $518K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -0.4% | 28,307 | $515K |
| First National Trust Co | 0.02% | New | 28,200 | $514K |
| Integrity Alliance, Llc. | 0.03% | Add +72.5% | 27,782 | $506K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -1.1% | 27,627 | $503K |
| Compound Planning, Inc. | 0.02% | Add +7.4% | 27,552 | $502K |
| Swiss Life Asset Management Ltd | 0.00% | Add +69.7% | 27,012 | $492K |
| Ring Mountain Capital, LLC | 0.30% | Add +81.5% | 22,499 | $491K |
| Foundations Investment Advisors, LLC | 0.01% | Add +24.1% | 26,924 | $490K |
| National Bank of Canada | 0.00% | Add +23.2% | 26,920 | $490K |
| Praxis Investment Management Inc. | 0.03% | Reduce -17.9% | 26,560 | $484K |
| SteelPeak Wealth, LLC | 0.02% | Add +3.1% | 26,478 | $482K |
| Emergent Wealth Advisors, LLC | 0.30% | Add +4.3% | 26,220 | $477K |
| &partners | 0.00% | Add +3.5% | 25,798 | $470K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -34.8% | 25,430 | $463K |
| Aldebaran Financial Inc. | 0.51% | Reduce -20.2% | 25,225 | $459K |
| Ranch Capital Advisors Inc. | 0.20% | New | 25,171 | $458K |
| Hourglass Capital, LLC | 0.11% | Reduce -7.4% | 25,000 | $455K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.8% | 18,805 | $445K |
| Manchester Financial Inc. | 0.09% | No change | 24,406 | $444K |
| Capstone Investment Advisors, LLC | 0.00% | New | 24,400 | $444K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.3% | 24,348 | $443K |
| CreativeOne Wealth, LLC | 0.01% | Add +119.9% | 24,209 | $441K |
| Penserra Capital Management LLC | 0.01% | New | 24,109 | $439K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 24,093 | $439K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -36.8% | 24,052 | $438K |
| DRW Securities, LLC | 0.03% | New | 24,036 | $438K |
| Citizens Financial Group Inc. | 0.01% | New | 24,034 | $438K |
| Allworth Financial LP | 0.00% | Reduce -26.7% | 24,033 | $438K |
| Wedmont Private Capital | 0.02% | Add +4.3% | 21,493 | $435K |
| Coordinated Financial Services, Inc. | 0.30% | — | 23,300 | $424K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.9% | 23,286 | $424K |
| World Investment Advisors | 0.01% | Reduce -2.5% | 23,220 | $423K |
| Merit Financial Group, LLC | 0.00% | Add +25.7% | 22,980 | $418K |
| Founders Financial Securities LLC | 0.03% | Add +1.4% | 22,572 | $411K |
| TD Waterhouse Canada Inc. | 0.00% | Add +402.5% | 23,011 | $406K |
| SLT Holdings LLC | 0.31% | Add +25.2% | 22,181 | $404K |
| Calton & Associates, Inc. | 0.07% | Reduce -2.0% | 22,150 | $403K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.2% | 22,004 | $401K |
| Sassicaia Capital Advisers LLC | 0.25% | New | 21,964 | $400K |
| Vident Advisory, LLC | 0.00% | Reduce -13.3% | 21,843 | $398K |
| Wealthspan Partners, LLC | 0.16% | Add +0.9% | 21,806 | $397K |
| Carnegie Lake Advisors LLC | 0.16% | No change | 21,700 | $395K |
| Marshall Financial Group, LLC | 0.08% | Reduce -1.2% | 20,524 | $395K |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 21,675 | $395K |
| one8zero8, LLC | 0.09% | Reduce -2.3% | 21,550 | $392K |
| Probity Advisors, Inc. | 0.07% | Reduce -3.3% | 21,369 | $389K |
| Meeder Advisory Services, Inc. | 0.02% | Add +4.2% | 20,925 | $381K |
| Sowell Financial Services LLC | 0.02% | Reduce -6.5% | 20,835 | $379K |
| Simplicity Wealth,LLC | 0.02% | Reduce -91.0% | 20,708 | $377K |
| Accuvest Global Advisors | 0.24% | Reduce -14.4% | 20,665 | $376K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +28.8% | 20,600 | $375K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 20,593 | $375K |
| CTC Alternative Strategies, Ltd. | 0.33% | New | 20,511 | $374K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -17.4% | 20,290 | $369K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +6.6% | 20,118 | $366K |
| Marathon Trading Investment Management LLC | 0.22% | New | 19,600 | $357K |
| Fagan Associates, Inc. | 0.05% | New | 19,485 | $355K |
| FORA Capital, LLC | 0.04% | Reduce -98.0% | 19,161 | $349K |
| Park Avenue Securities LLC | 0.00% | Add +34.5% | 18,992 | $346K |
| Evolution Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 18,715 | $341K |
| Cibc World Market Inc. | 0.00% | Add +9.4% | 18,684 | $340K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -22.9% | 18,676 | $339K |
| AE Wealth Management LLC | 0.00% | Add +2.8% | 18,620 | $339K |
| Mayfair Advisory Group, LLC | 0.16% | Reduce -2.5% | 15,285 | $338K |
| Bravias Capital Group, LLC | 0.25% | New | 18,550 | $338K |
| Centaurus Financial, Inc. | 0.02% | Add +66.0% | 18,522 | $337K |
| Pointe Capital Management LLC | 0.17% | No change | 18,490 | $337K |
| Mgo One Seven LLC | 0.01% | Add +12.0% | 18,316 | $334K |
| Verus Capital Partners, LLC | 0.03% | Add +5.0% | 18,058 | $329K |
| Cannon Global Investment Management, LLC | 0.88% | Reduce -40.9% | 17,746 | $323K |
| Adams Wealth Management | 0.06% | No change | 17,333 | $322K |
| CacheTech Inc. | 0.06% | No change | 17,333 | $322K |
| Motley Fool Asset Management LLC | 0.01% | Reduce -3.1% | 17,667 | $322K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +17.3% | 17,545 | $319K |
| Leonteq Securities AG | 0.02% | Reduce -2.8% | 17,500 | $319K |
| NFSG Corp | 0.05% | Reduce -20.8% | 17,476 | $318K |
| Capital Advisors Inc. | 0.01% | Add +30.2% | 17,402 | $317K |
| NorthRock Partners, LLC | 0.01% | Add +17.6% | 17,374 | $316K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -7.1% | 17,886 | $316K |
| Global Financial Private Client, LLC | 0.12% | Add +25.4% | 17,313 | $315K |
| Tucker Asset Management LLC | 0.10% | Add +14.1% | 17,200 | $313K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -42.7% | 17,159 | $312K |
| Signaturefd, LLC | 0.01% | Reduce -20.1% | 17,159 | $312K |
| NWF Advisory Services Inc. | 0.04% | Reduce -6.8% | 16,864 | $307K |
| Bensler, LLC | 0.03% | No change | 16,850 | $307K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 16,782 | $306K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +49.5% | 16,780 | $306K |
| Bleakley Financial Group, LLC | 0.01% | New | 16,709 | $304K |
| Freestone Grove Partners LP | 0.00% | Reduce -33.5% | 16,699 | $304K |
| Clay Northam Wealth Management, LLC | 0.19% | No change | 16,665 | $303K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +19.5% | 16,631 | $303K |
| SCS Capital Management LLC | 0.00% | No change | 16,601 | $302K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.4% | 16,448 | $300K |
| Albion Financial Group | 0.02% | No change | 16,415 | $299K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.8% | 16,324 | $297K |
| Truefg, LLC | 0.09% | No change | 16,300 | $297K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +4.5% | 16,200 | $295K |
| Fullcircle Wealth LLC | 0.11% | Add +0.8% | 13,400 | $292K |
| Mutual Advisors, LLC | 0.01% | Add +24.4% | 13,714 | $291K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -0.8% | 15,775 | $287K |
| Independent Wealth Network Inc. | 0.10% | Reduce -2.5% | 15,715 | $286K |
| Fermata Advisors, LLC | 0.08% | Add +25.8% | 15,710 | $286K |
| Axim Planning & Wealth | 0.26% | Add +6.8% | 15,650 | $285K |
| WINTON GROUP Ltd | 0.01% | New | 15,460 | $282K |
| SageView Advisory Group, LLC | 0.01% | Add +16.4% | 13,376 | $281K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +12.9% | 15,394 | $280K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | New | 15,110 | $275K |
| Gotham Asset Management | 0.00% | No change | 14,991 | $273K |
| Focused Wealth Management, Inc | 0.03% | Add +15.1% | 14,899 | $271K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 14,820 | $270K |
| Eventide Asset Management, LLC | 0.00% | New | 15,633 | $270K |
| Highland Capital Management, LLC | 0.01% | Reduce -83.2% | 14,784 | $269K |
| Trivium Point Advisory, LLC | 0.03% | Add +26.2% | 14,703 | $268K |
| Avestar Capital, LLC | 0.02% | No change | 14,582 | $266K |
| Future Financial Wealth Managment LLC | 0.18% | Add +7.4% | 14,500 | $264K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -4.5% | 14,475 | $264K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -47.3% | 14,347 | $261K |
| Parallel Advisors, LLC | 0.01% | Add +62.5% | 14,229 | $259K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.0% | 14,214 | $259K |
| Cooper Financial Group | 0.03% | Reduce -15.6% | 14,155 | $258K |
| State of Wyoming | 0.03% | Add +6.3% | 14,139 | $257K |
| Principal Securities, Inc. | 0.00% | Add +63.5% | 14,042 | $256K |
| Sava Infond d.o.o. | 0.04% | Add +16.7% | 14,000 | $255K |
| Benjamin Edwards Inc. | 0.00% | New | 13,941 | $254K |
| Sig Brokerage, LP | 0.07% | Reduce -17.9% | 13,798 | $251K |
| Franklin Resources Inc. | 0.00% | Add +23.2% | 13,796 | $251K |
| Key Client Fiduciary Advisors, LLC | 0.10% | Reduce -2.9% | 13,682 | $249K |
| Caxton Associates LLP | 0.01% | Add +22.9% | 13,676 | $249K |
| Worth Financial Advisory Group, LLC | 0.15% | Reduce -0.1% | 13,600 | $248K |
| Waterloo Capital, L.P. | 0.02% | New | 13,318 | $243K |
| Procyon Advisors, LLC | 0.02% | Reduce -7.5% | 13,264 | $242K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.2% | 13,206 | $240K |
| Keystone Financial Services | 0.08% | Reduce -0.9% | 12,967 | $236K |
| Brown Advisory Inc. | 0.00% | Reduce -47.8% | 12,927 | $235K |
| Good Life Advisors, LLC | 0.01% | Reduce -11.1% | 12,906 | $235K |
| Danske Bank A/S | 0.00% | Reduce -83.9% | 12,880 | $235K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 12,857 | $234K |
| Machina Capital S.A.S. | 0.05% | New | 12,842 | $234K |
| HSBC Holdings PLC | 0.00% | Reduce -27.0% | 12,491 | $232K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 12,571 | $229K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -21.2% | 12,554 | $229K |
| J. Safra Sarasin Holding AG | 0.00% | New | 12,500 | $228K |
| Visionary Wealth Advisors | 0.01% | Add +14.9% | 12,469 | $227K |
| Prostatis Group LLC | 0.06% | No change | 12,261 | $223K |
| StoneX Group Inc. | 0.01% | New | 12,538 | $223K |
| KLCM Advisors, Inc. | 0.02% | Add +10.9% | 12,200 | $222K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 12,026 | $219K |
| Ancora Advisors LLC | 0.00% | Add +1607.1% | 11,950 | $218K |
| Prasad Wealth Partners, LLC | 0.06% | Add +0.5% | 11,872 | $216K |
| Federated Hermes, Inc. | 0.00% | New | 11,751 | $214K |
| Yousif Capital Management, LLC | 0.00% | Reduce -11.5% | 11,614 | $211K |
| Gilliland Jeter Wealth Management LLC | 0.07% | No change | 11,500 | $209K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,492 | $209K |
| Advisors Management Group Inc. | 0.04% | Add +1.6% | 11,341 | $207K |
| Guggenheim Capital LLC | 0.00% | Reduce -8.2% | 11,350 | $207K |
| Diversified Trust Co. | 0.00% | Add +3.6% | 11,328 | $206K |
| M1 Capital Management LLC | 0.10% | Reduce -0.9% | 11,300 | $206K |
| Krilogy Financial LLC | 0.01% | New | 11,297 | $206K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -28.1% | 11,177 | $204K |
| Comerica Bank | 0.00% | Reduce -15.4% | 11,162 | $203K |
| Lido Advisors, LLC | 0.00% | New | 11,125 | $203K |
| KMG Fiduciary Partners, LLC | 0.01% | New | 11,094 | $202K |
| PKS Advisory Services, LLC | 0.05% | New | 11,000 | $200K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.4% | 10,984 | $200K |
| Horizon Wealth Management, LLC | 0.03% | Reduce -0.7% | 10,900 | $198K |
| Farther Finance Advisors, LLC | 0.00% | Add +147.7% | 10,771 | $196K |
| Palacios Wealth Management, LLC | 0.16% | New | 10,700 | $195K |
| Panoramic Investment Advisors, LLC | 0.12% | No change | 10,650 | $194K |
| Cigna Investments Inc. | 0.03% | No change | 10,578 | $193K |
| Jacobi Capital Management LLC | 0.01% | No change | 10,565 | $192K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 10,366 | $189K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -32.6% | 10,341 | $188K |
| Transcend Capital Advisors, LLC | 0.01% | Add +1.3% | 10,332 | $188K |
| White Wing Wealth Management | 0.13% | New | 10,250 | $187K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -75.4% | 10,248 | $187K |
| Avion Wealth | 0.04% | Add +0.3% | 10,157 | $184K |
| Cordgrass Capital Advisors, LLC | 0.05% | No change | 10,000 | $182K |
| Covestor Ltd | 0.11% | Add +703.4% | 9,986 | $182K |
| Quarry LP | 0.04% | Reduce -32.6% | 9,855 | $179K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -20.0% | 9,136 | $166K |
| SouthState Bank Corp | 0.01% | Add +0.3% | 8,591 | $156K |
| GAMMA Investing LLC | 0.01% | Add +3.3% | 8,558 | $156K |
| Baader Bank Aktiengesellschaft | 0.01% | New | 13,500 | $152K |
| Sunbelt Securities, Inc. | 0.01% | Add +1200.0% | 9,750 | $150K |
| Arax Advisory Partners | 0.01% | Add +4.9% | 7,907 | $144K |
| Lanark Financial, Inc. | 0.01% | No change | 7,677 | $139K |
| Private Trust Co. NA | 0.01% | Add +1.3% | 7,600 | $138K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -7.9% | 7,474 | $136K |
| Nemes Rush Group LLC | 0.01% | Reduce -7.0% | 7,338 | $134K |
| AdvisorNet Financial, Inc | 0.01% | Add +31.3% | 7,165 | $130K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 7,000 | $127K |
| Acadian Asset Management LLC | 0.00% | New | 6,892 | $124K |
| Wolff Wiese Magana LLC | 0.07% | No change | 6,600 | $120K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +276.9% | 6,570 | $120K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,957 | $108K |
| CI Investments Inc. | 0.00% | Add +22.0% | 5,851 | $107K |
| MAI Capital Management | 0.00% | Add +89.1% | 5,834 | $106K |
| Copia Wealth Management | 0.09% | Add +63.7% | 5,592 | $102K |
| Brooklyn Investment Group | 0.01% | Reduce -24.5% | 5,466 | $100K |
| Game Plan Financial Advisors, LLC | 0.04% | Reduce -30.2% | 5,200 | $95K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 5,134 | $93K |
| Bogart Wealth, LLC | 0.00% | Add +25.1% | 5,052 | $92K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,166 | $91K |
| Huntington National Bank | 0.00% | Reduce -31.3% | 4,945 | $90K |
| Tidemark, LLC | 0.03% | Add +11.7% | 4,892 | $89K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -32.4% | 4,853 | $88K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,830 | $88K |
| Tortoise Investment Management, LLC | 0.01% | Add +0.9% | 4,477 | $82K |
| Bank of New Hampshire | 0.02% | Add +5.0% | 4,200 | $76K |
| Essential Partners LLC | 0.03% | — | 4,013 | $73K |
| WealthCollab, LLC | 0.04% | No change | 4,000 | $73K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,976 | $72K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 3,900 | $71K |
| AllSquare Wealth Management LLC | 0.04% | Add +533.3% | 3,800 | $69K |
| Clearstead Advisors, LLC | 0.00% | Add +28.3% | 3,659 | $67K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +164.4% | 3,612 | $66K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -91.4% | 3,536 | $64K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,441 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.2% | 3,436 | $63K |
| Erste Asset Management GmbH | 0.00% | New | 3,410 | $62K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,370 | $61K |
| Legacy Investment Solutions, LLC | 0.03% | — | 3,324 | $61K |
| Legacy Wealth Managment, LLC | 0.03% | Add +2.5% | 3,324 | $61K |
| GeoWealth Management, LLC | 0.00% | Add +0.9% | 3,315 | $60K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -33.1% | 3,254 | $59K |
| Westside Investment Management, Inc. | 0.01% | Reduce -7.0% | 3,300 | $59K |
| MCF Advisors LLC | 0.00% | No change | 3,072 | $56K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,900 | $53K |
| Garde Capital, Inc. | 0.00% | No change | 2,653 | $48K |
| TD Private Client Wealth LLC | 0.00% | Add +153.9% | 2,562 | $47K |
| CNB Bank | 0.02% | No change | 2,500 | $46K |
| Archer Investment Corp | 0.01% | No change | 2,500 | $46K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -2.5% | 2,461 | $45K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $42K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.8% | 2,185 | $40K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 2,175 | $40K |
| Larson Financial Group LLC | 0.00% | Reduce -25.5% | 2,022 | $37K |
| Cornerstone National Bank & Trust Co | 0.02% | New | 2,000 | $36K |
| Barrett & Company, Inc. | 0.01% | No change | 2,000 | $36K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,000 | $36K |
| Glen Eagle Advisors, LLC | 0.01% | Add +34.1% | 1,938 | $35K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,842 | $34K |
| Whittier Trust Co. | 0.00% | No change | 1,750 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.4% | 1,819 | $31K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | No change | 1,700 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.1% | 1,648 | $30K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -6.4% | 1,610 | $29K |
| Hurley Capital, LLC | 0.02% | Reduce -11.1% | 1,400 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 1,394 | $25K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 1,341 | $24K |
| Hemington Wealth Management | 0.00% | Add +10.1% | 1,325 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.4% | 1,317 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.3% | 1,282 | $23K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -3.8% | 1,279 | $23K |
| True Wealth Design, LLC | 0.01% | Add +107.3% | 1,269 | $23K |
| Rothschild Investment LLC | 0.00% | Add +6.0% | 1,235 | $22K |
| Aspect Partners, LLC | 0.01% | Add +255.9% | 1,203 | $22K |
| HighMark Wealth Management LLC | 0.01% | Add +4.7% | 1,161 | $21K |
| CX Institutional | 0.00% | No change | 1,157 | $21K |
| Meeder Asset Management Inc. | 0.00% | Reduce -95.2% | 1,031 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.0% | 1,005 | $18K |
| Bank & Trust Co | 0.01% | No change | 1,000 | $18K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 1,000 | $18K |
| MRP Capital Investments, LLC | 0.01% | No change | 1,000 | $18K |
| Golden State Wealth Management, LLC | 0.00% | No change | 1,000 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,000 | $18K |
| Matrix Trust Co | 0.00% | New | 986 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +2.2% | 945 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -21.6% | 907 | $17K |
| WPG Advisers, LLC | 0.01% | Add +4.1% | 893 | $16K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 868 | $16K |
| Abound Wealth Management | 0.00% | Add +588.0% | 860 | $16K |
| Blume Capital Management, Inc. | 0.00% | New | 850 | $15K |
| Assetmark, Inc. | 0.00% | Add +331.6% | 846 | $15K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.3% | 801 | $15K |
| Aviso Financial Inc. | 0.00% | No change | 800 | $15K |
| Grove Bank & Trust | 0.00% | Reduce -45.8% | 797 | $15K |
| Financial Perspectives, Inc | 0.00% | Add +520.0% | 775 | $14K |
| Fortitude Family Office, LLC | 0.00% | Add +564.3% | 744 | $14K |
| Scarborough Advisors, LLC | 0.00% | New | 729 | $13K |
| Rialto Wealth Management, LLC | 0.00% | Add +1827.0% | 713 | $13K |
| Gen-Wealth Partners Inc | 0.00% | Add +13.5% | 681 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +14.4% | 571 | $12K |
| Estabrook Capital Management | 0.00% | No change | 630 | $11K |
| Financially Speaking Inc | 0.01% | New | 600 | $11K |
| Nvwm, LLC | 0.00% | No change | 600 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.2% | 599 | $11K |
| Northwest Capital Management Inc | 0.01% | No change | 590 | $11K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 534 | $10K |
| Bfsg, LLC | 0.00% | No change | 500 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 500 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +58.8% | 486 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -31.6% | 476 | $9K |
| Tsfg, LLC | 0.00% | No change | 442 | $8K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 436 | $8K |
| ORG Partners LLC | 0.00% | Add +480.0% | 435 | $8K |
| TFC Financial Management, Inc. | 0.00% | Add +31.4% | 418 | $8K |
| Adirondack Trust Co. | 0.00% | New | 400 | $7K |
| Trust Co. of Vermont | 0.00% | No change | 397 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 350 | $6K |
| Fifth Third Bancorp | 0.00% | Add +52.7% | 336 | $6K |
| Salem Investment Counselors Inc. | 0.00% | Add +59.5% | 335 | $6K |
| PrairieView Partners, LLC | 0.00% | No change | 380 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 339 | $6K |
| Red Tortoise LLC | 0.00% | No change | 328 | $6K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 300 | $5K |
| Main Street Group, LTD | 0.00% | No change | 300 | $5K |
| American National Bank & Trust | 0.00% | New | 300 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 300 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 215 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 263 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 261 | $5K |
| Curio Wealth, LLC | 0.00% | Add +25900.0% | 260 | $5K |
| Sachetta, LLC | 0.00% | No change | 253 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -54.5% | 250 | $5K |
| City State Bank | 0.00% | Reduce -95.2% | 250 | $5K |
| Clearstead Trust, LLC | 0.00% | Reduce -28.1% | 243 | $4K |
| MV Capital Management, Inc. | 0.00% | No change | 240 | $4K |
| Crewe Advisors LLC | 0.00% | Add +9.2% | 238 | $4K |
| Colonial Trust Co / SC | 0.00% | Add +17.9% | 224 | $4K |
| American Capital Advisory, LLC | 0.00% | Add +5.7% | 222 | $4K |
| Capital Analysts, LLC | 0.00% | No change | 240 | $4K |
| Activest Wealth Management | 0.00% | Add +1725.0% | 219 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 200 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -60.0% | 200 | $4K |
| Bernard Wealth Management Corp. | 0.00% | Add +100.0% | 200 | $4K |
| Hilltop National Bank | 0.00% | — | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 190 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +270.8% | 178 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.5% | 173 | $3K |
| Binnacle Investments Inc | 0.00% | New | 170 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -96.4% | 155 | $3K |
| Blue Trust, Inc. | 0.00% | Add +327.8% | 154 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 150 | $3K |
| Optimum Investment Advisors | 0.00% | Reduce -72.7% | 150 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +71.6% | 115 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 133 | $2K |
| Anfield Capital Management, LLC | 0.00% | Add +681.3% | 125 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -46.4% | 119 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 118 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +19.8% | 115 | $2K |
| Miller Wealth Advisors, LLC | 0.00% | No change | 100 | $2K |
| Key Financial Inc | 0.00% | New | 100 | $2K |
| Center for Financial Planning, Inc. | 0.00% | No change | 100 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 100 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.5% | 100 | $2K |
| HM Payson & Co. | 0.00% | No change | 100 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 82 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 80 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 79 | $1K |
| Eq Wealth Advisors, LLC | 0.00% | Add +15.1% | 61 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -25.0% | 60 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +73.5% | 59 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 100 | $1K |
| Coston, McIsaac & Partners | 0.00% | New | 72 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 46 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +235.0% | 67 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 51 | $929 |
| West Financial Advisors, LLC | 0.00% | No change | 49 | $893 |
| HFM Investment Advisors, LLC | 0.00% | Add +21.6% | 45 | $819 |
| Quaker Wealth Management, LLC | 0.00% | — | 42 | $765 |
| TD Capital Management LLC | 0.00% | No change | 41 | $747 |
| Stephens Consulting, LLC | 0.00% | New | 40 | $729 |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 40 | $728 |
| REAP Financial Group, LLC | 0.00% | No change | 40 | $728 |
| Rise Advisors, LLC | 0.00% | Reduce -45.1% | 39 | $710 |
| Concord Wealth Partners | 0.00% | No change | 36 | $656 |
| Whipplewood Advisors, LLC | 0.00% | Add +40.0% | 35 | $637 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +24.0% | 31 | $564 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 27 | $492 |
| Brown Shipley& Co Ltd | 0.00% | New | 26 | $473 |
| Islay Capital Management, LLC | 0.00% | New | 25 | $455 |
| Stone House Investment Management, LLC | 0.00% | New | 23 | $419 |
| DecisionPoint Financial, LLC | 0.00% | New | 23 | $406 |
| Eukles Asset Management | 0.00% | Add +5.0% | 21 | $382 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $364 |
| IMA Advisory Services, Inc. | 0.00% | New | 20 | $364 |
| Tradewinds Capital Management, LLC | 0.00% | Add +18.8% | 19 | $346 |
| Anchor Investment Management, LLC | 0.00% | New | 17 | $310 |
| Trust Co. of Toledo NA | 0.00% | New | 14 | $255 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $182 |
| St. Johns Investment Management Company, LLC | 0.00% | Reduce -63.2% | 7 | $127 |
| Bokf, NA | 0.00% | No change | 7 | $127 |
| Pineridge Advisors LLC | 0.00% | No change | 5 | $91 |
| Ascentis Wealth Management, LLC | 0.00% | No change | 5 | $88 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $18 |
| Centerpoint Advisors, LLC | 0.00% | No change | 25 | $0 |
| FNY Investment Advisers, LLC | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is SOFI's weight in each manager's 13F, not the share of Sofi Technologies Inc. the manager owns.